Mcmill CPA and Advisors
Assets Under Management
$730.2M
Number of Clients
4,118
Number of Advisors
18
Average Client AUM
$177K
AUM per Advisor
$40.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
McMill Wealth Inc. offers investment advisory (asset management), financial planning, and qualified retirement plan (Fiduciary) services. They utilize no-load passively managed mutual funds and ETFs, emphasizing fee transparency and cost minimization. They work with clients to determine investment objectives and suitability.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $50K | 1.75% |
| $50K - $200K | 1.50% |
| $200K - $500K | 1.25% |
| $500K - $1000K | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
This schedule may be modified and fees may be negotiated with each client.
Fee Estimator
McMill Wealth Inc. charges an annual fee based on the value of your account, as detailed in the fee schedule. For Fiduciary Services, fees range from 0.10% to 0.15% of covered assets. Financial planning services may be provided without additional fees to existing clients. If additional fees apply, hourly rates of up to $250 per hour will be charged. There is no minimum investment amount required.
Areas of Practice
Location
125 South 4th Street, Norfolk, NE, 68701